Broadcom, Nvidia Face Risk From China AI Component Ban - Broadcom (NASDAQ:AVGO), Advanced Micro Devices (

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Who published it, and when

How it spread - 16 original reports

1. Wed, 5 August 2026

   1 report
   • benzinga.com17:14
     Broadcom, Nvidia Face Risk From China AI Component Ban - Broadcom (NASDAQ:AVGO), Advanced Micro Devices (

     BNP Paribas warns a proposed U.S. ban on Chinese AI components could disrupt Broadcom, Marvell and Nvidia while driving up costs.

2. Sat, 8 August 2026

   1 report
   • foreignpolicyjournal.com23:45first to report
     Broadcom (NASDAQ: AVGO) Emerges As The Dominant AI Infrastructure Supplier Beyond The GPU Market

     Broadcom (NASDAQ: AVGO) has established itself as a dominant supplier for hyperscale AI clusters, securing major clients including Anthropic, OpenAI, and Meta.

3. Tue, 18 August 2026

   1 report
   • fool.com22:55
     Broadcom vs. Nvidia: 1 Metric Shows Which Artificial Intelligence (AI) Chipmaker Is the Better Bargain

     Broadcom's sales are expected to grow dramatically in 2027.

4. Fri, 21 August 2026

   1 report
   • yahoo.com17:00
     Broadcom’s AI Boom: Is a 2x Stock Gain Still Within Reach?

     Broadcom just posted 143% AI revenue growth and booked more orders than it shipped, yet the stock slid 13% in a week. Here is whether that selloff opens a window or signals something deeper.

5. Fri, 28 August 2026

   1 report
   • aol.com13:27
     Does Nvidia or Broadcom Have The Greater Core Vulnerability?

     Nvidia and Broadcom both rode the AI infrastructure wave to record quarters, but reading their earnings calls back-to-back exposes two very different bets investors are quietly underwriting. One faces a threat from its own best customers.

6. Wed, 2 September 2026

   7 reports
   • markets.com16:04
     Broadcom Stock Falls Despite AI Revenue Surge

     Broadcom stock falls after Q3 earnings as AI chip revenue jumps 221%, while Q4 margin guidance and elevated expectations weigh on AVGO.

   • Channel News Asia20:21
     Broadcom forecasts quarterly sales below estimates amid rising custom AI chip competition
   • Channel News Asia20:21
     Broadcom forecasts quarterly revenue below estimates
   • Google News - Top Stories20:22
     Broadcom's stock drops 5% as weak guidance overshadows earnings beat

     Broadcom's stock drops 5% as weak guidance overshadows earnings beat CNBC Broadcom’s AI Success Story Gets Complicated WSJ Here’s How Much Traders See Broadcom Stock Moving After Earnings Investopedia Broadcom forecasts quarterly sales below estimates amid rising custom AI chip competition Reuters Broadcom Q3 FY2026 earnings: Record revenue on AI chip demand qz.com

   • Google News - Top Stories23:28
     Broadcom stock slips as chipmaker's strong results 'not enough to keep investors happy'

     Broadcom stock slips as chipmaker's strong results 'not enough to keep investors happy' Yahoo! Finance Canada Broadcom Third-Quarter Profit Soars on Growing Custom Chip Demand WSJ Broadcom’s stock falls despite upbeat earnings, extending a frustrating stretch for investors MarketWatch Broadcom’s Outlook Shows Surging AI Chip Sales Barron's Broadcom Needs Nvidia-Like Earnings to Stop $520 Billion Skid Bloomberg.com

   • Google News - Top Stories23:31
     Broadcom raises AI chip forecast as Big Tech keeps writing bigger checks

     Broadcom raises AI chip forecast as Big Tech keeps writing bigger checks Reuters Broadcom Predicts Surge in AI Chip Sales Over Next Two Years Bloomberg.com Broadcom’s stock falls despite upbeat earnings, extending a frustrating stretch for investors MarketWatch Broadcom Inc. Announces Third Quarter Fiscal Year 2026 Financial Results and Quarterly Dividend Yahoo Finance Broadcom slides as weak guidance overshadows Q3 results (AVGO:NASDAQ) Seeking Alpha

   • Google News - Top Stories23:34
     Broadcom Third-Quarter Profit Soars on Growing Custom Chip Demand

     Broadcom Third-Quarter Profit Soars on Growing Custom Chip Demand WSJ 28 Analysts Share Their Broadcom Stock Forecast Before Q3 Earnings Yahoo Finance Broadcom Predicts Surge in AI Chip Sales Over Next Two Years bloomberg.com What to watch in Broadcom’s upcoming earnings – and why Nvidia is running CNBC Broadcom Q3 FY2026 earnings: Record revenue on AI chip demand qz.com

7. Thu, 3 September 2026

   2 reports
   • Google News - Top Stories00:01
     Broadcom Earnings: AI Chip Sales Tripled. Here’s the $34.8 Billion Number Investors Need to Watch.

     Broadcom Earnings: AI Chip Sales Tripled. Here’s the $34.8 Billion Number Investors Need to Watch. The Motley Fool Broadcom Sees $230B In AI Revenue By 2028, Driven By 'Geniuses' OpenAI, Anthropic: Analyst Says Some Risks Remain Unresolved Yahoo Finance Broadcom delivers strong earnings view as CEO touts growth with AI labs CNBC Broadcom Slides After AI Chip Forecast Underwhelms Investors bloomberg.com Broadcom Third-Quarter Profit Soars on Growing Custom Chip Demand WSJ

   • Google News - Top Stories02:38
     Broadcom stock wavers as chipmaker's strong results 'not enough to keep investors happy'

     Broadcom stock wavers as chipmaker's strong results 'not enough to keep investors happy' Yahoo Finance Broadcom delivers strong earnings view as CEO touts growth with AI labs CNBC Broadcom Predicts Surge in AI Chip Sales Over Next Two Years Bloomberg.com Broadcom Conference Call: AI Revenue to Double Annually for the Next Two Years, Reaching $230 Billion; Custom Chip Performance "Rivals GPUs at Half the Cost" 富途牛牛 Broadcom Still Has Much to Prove WSJ

8. Sat, 5 September 2026

   1 report
   • fool.com18:45
     Broadcom vs. Nvidia: 1 Critical Metric Shows Which Artificial Intelligence (AI) Chipmaker Is the Better Buy After Earnings

     Both companies are delivering impressive revenue growth.

9. Wed, 9 September 2026

   1 report
   • aol.com21:28
     Broadcom (AVGO) Q3 2026 Earnings Call Transcript

     Custom AI accelerators drove record revenue with $230B AI projection by 2028.